Agriculture & Food

World's #2 rice exporter; ~9Mt export; Hom Mali jasmine GI, white, parboiled; Asia Golden, CP Intertrade, CR Asahi, Ponglarp top exporters

~USD 8B canned tuna and value-added seafood export; Thai Union (TU) global #1 tuna processor, CPF integrated shrimp

~270K t farmed shrimp, tilapia, seabass, pangasius; TFM, CPF aquafeed; disease (EMS/WSSV), El Nino cycle exposure

~USD 2.5B pet-food export; CPF, Mars Petcare Thailand, Perfect Companion top exporters; dry, wet, and treats

World's #2 sugar exporter; ~10M t/yr cane sugar; Mitr Phol private, KSL/TRR/BRR/KBS listed; 70/30 cane-price mechanism

World's largest NR producer ~4.5M t/yr; STA, Halcyon, Von Bundit, Southland processors; Michelin, Bridgestone tyre majors downstream

~THB 180B fruit, veg processing; Dole Thailand, Malee, Sun Sweet, Tipco, Thai Union frozen; canned pineapple top-3 globally; China, EU, Japan, USA export

~THB 50B coconut, coir; Chaokoh, Malee, Tipco, UFC, Thai Coconut (SET: COCOCO); coconut milk, water, oil export; Fair Labour compliance post-PETA investigations

~THB 405B livestock, feed; CPF (SET: CPF) dominant integrated; GFPT, Betagro, Laem Thong; Halal, EU, Japan poultry export; ASF, HPAI risk

World's #3 CPO producer ~3M t/yr; ~0.9M ha southern Thailand; ~300K smallholders, ~90 mills; Univanich (UVAN), Chumporn (CPI), Lam Soon (LST) listed; Patum private refiner; MOC price-controlled, DEDE biofuel mandate

Post-2022 legalisation, 2024 re-regulation; medical CBD, wellness, hemp industrial, F&B infusion; policy-flux binding variable